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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,881 | $63,433-40.3% | $63,803-40.6% | $64,097-40.9% |
| Participation rate | 29.9% | 65.0%-35.2pp | 72.7%-42.8pp | 55.2%-25.3pp |
| Annual return | 17.21% | 20.74%-3.5pp | 543.72%-526.5pp | 34.64%-17.4pp |
| Employer contribution / active EE | $544 | $2,332-76.7% | $2,532-78.5% | $1,891-71.3% |
| Participant deferral / active EE | $1,185 | $3,119-62.0% | $3,843-69.2% | $3,080-61.5% |
| Admin fee / account holder | $1,612 | $1,489+8.3% | $5,196-69.0% | $3,454-53.3% |